Investment Advisor

Connexio · dubai, dubai, United-Arab-Emirates

Location
dubai
Job Type
Full-time
Posted
July 10, 2026

Job Description

Title: Investment Specialist:

Grade: AVP (L-band)

Location: Dubai

The role
  • Primary mandate is to perform Investment Advisory (IA)
  • Manage and keep oversight of the substantial book of clients portfolios across the various asset classes.
  • Support the client portfolio management and act effectively to retain clients in case of departure of a RM;
  • Actively cooperate to create the areas view in all matters related to investments and on how to turn them into marketable products.
Key Result Areas
  • The Investment Specialist must produce sound research inputs which must help the area to efficiently analyze, propose and implement investment solutions for clients across all commercial segments.
  • Monitor, rebalance and restructure portfolios in order to generate higher levels of satisfaction from the clients;
  • The Investment Specialist must deliver customized ...

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